STEPHENS WEALTH MANAGEMENT GROUP I
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
623
Total plan assets
$69.5M
Filings (rows)
3
Direct comp
$0
Indirect comp
$151K
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT, MI | Advisor / Consultant INVESTMENT ADVISORY | 260 | $30.4M | $0 |
| FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT, MI | Advisor / Consultant INVESTMENT ADVISORY | 189 | $21.2M | $0 |
| FINANCIAL PLUS CREDIT UNION FINANCIAL PLUS CREDIT UNION RETIREMENT PLAN | FLINT, MI | Advisor / Consultant INVESTMENT ADVISORY | 174 | $17.8M | $0 |